Billing

This folder is the associate-facing source of truth for billing procedures.

Start here

• Billing clients — admin responsibilities — Head & Heart admin bills clients (invoices, credit cards, Interac e-transfers, and insurance direct billing).
• Direct billing to insurance
• Failed card decline — associate role
• Late cancel / no-show scripts
• Third-party payer — non-insurance
• Invoicing HH procedures (Manual Aug 2025) — how to invoice Head & Heart, pay periods, required invoice fields, and expectations.
• Invoice example + common mistakes — example invoice + common mistakes (use after reading the invoicing procedure).

What belongs here vs Internal Ops

• Associate Handbook / Billing: procedures associates must follow (written for associates to read).
• Internal Ops / Billing: internal admin workflows (collections, tracking, payout mechanics, Jane reporting).